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IBM Engineering Workflow Management

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IBM Engineering Workflow Management (EWM) (formerly Rational Team Concert) includes work-item, build, and software configuration management along with planning tools, dashboards, and reports. Many organizations use EWM as their planning and reporting center. However, when members of the extended software development and delivery tool adopt specialist tools, the reports from EWM no longer reflect up-to-the-minute data.



Supported Extensions

IBM Engineering Test Management

IBM Engineering Test Management (ETM) (formerly Rational Quality Manager) is accessed via the IBM Engineering Workflow Management application. Therefore, IBM Engineering Test Management will have the same supported features, artifact types, field types, and functional limitations as IBM Engineering Workflow Management. 

To access IBM ETM, you will configure a repository connection to IBM Engineering Workflow Management within the Viz application. See the instructions below for more details.



Connector Setup Details

This section describes the basic steps needed to prepare your IBM Engineering Workflow Management instance for use with Viz. 

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

Your user should have a secure password or token. Please be aware that Viz will not allow you to save a tool connection utilizing a weak password/token, such as 'tasktop.'

See instructions on how to create a new user in IBM Engineering Workflow Management. 

Connecting to the IBM Engineering Workflow Management Repository

Standard Authentication

Required Fields:

  • URL
  • Username 
  • Password

IBM Engineering Workflow Management Tool Connection Screen - Standard Authentication


Required Fields:

IBM Engineering Workflow Management Tool Connection Screen - Kerberos SPNEGO SSO Authentication

Additional information can be found here:



Supported Artifacts

Supported Work Items

Supported Work Item Type

Applicable Repository Versions

Unique URL?

Work items:

  • Story

  • Task

  • Defect

Any supported repository version:


Custom work item type

Any supported repository version:


Supported Containers

Containers that can be modeled as Flow Items

Applicable Repository Versions

Unique URL?



Containers used to define which artifacts are included in an Artifact Set



Any supported repository version:




Supported Field Types

Planview Viz supports configuring rule-based modeling (i.e., conditional modeling) using the field types shown below.

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not function properly.

Standard Field Type

How is field type referenced in the repository?

Sample Repository Fields Supported

Particular Repository Fields NOT Supported

1checkicon.png String

Small String

Large String

Formatted ID




1checkicon.png Single Select


Team Area

Project Area

Process Area

Filed Against

Filed In







1checkicon.png Multi Select

Enumeration List

Team Area List


Project Area List

Process Area List

String List



1checkicon.png Boolean